Jon Wilson
,
Senior Vice President, Wealth Management Advisor
2380 Washington Blvd.
Ogden, UT 84401
801.629.5008
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Whatever your personal goals may be, I will work together with you, one-on-one, to develop a personalized financial strategy designed to help you pursue your long-term goals.
Profile

Jon joined Merrill Lynch Wealth Management in 1989 and serves as the retirement planning professional for the BHB group. For over 35 years, he has been working alongside business owners and their key employees on all aspects of qualified retirement plans such as 401 (k)s, defined benefit plans, and non-qualified deferred compensation plans.   Jon and his wife, Dawnene, reside in Northern Utah and enjoy hiking, skiing, and are actively involved in their local community. Jon graduated from Brigham Young University with a Bachelor’s Degree in Finance and he has been a CERTIFIED FINANCIAL PLANNER™ professional since 1987 and he has held the Certified Plan Fiduciary Advisor® designation since 2018.

About Merrill

Bringing fresh perspectives to your financial life

The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and the CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
Jon Wilson is registered to do business in AZ, CA, CO, ID, KS, MA, MD, MI, NV, TX, UT, WY.